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JAMCX vs MVCAX
JAMCX vs MVCAX Comparison
Open Charts JAMCX vs MVCAX
JPMorgan Mid Cap Value A
Price$32.72
Change+$0.34 (+1.05%)
VolumeN/A
Net Assets11.73B
JAMCX vs MVCAX Comparison Chart
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JAMCX vs. MVCAX commentary
Apr 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JAMCX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.4B vs. JAMCX (11.7B). MVCAX pays higher dividends than JAMCX: MVCAX (0.90) vs JAMCX (0.64). JAMCX was incepted earlier than MVCAX: JAMCX (24 years) vs MVCAX (24 years). JAMCX (1.19) is less costly to investors than MVCAX (1.00). JAMCX (28.00) and MVCAX (27.00) have comparable annual turnover. MVCAX initial investment is less costly to investors than JAMCX (5%) vs JAMCX (5%). JAMCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. JAMCX annual gain was more profitable for investors over the last year : -7.59 vs. MVCAX (-8.14). MVCAX return over 5 years is better than : 54.79 vs. JAMCX (14.68).
| JAMCX | MVCAX | JAMCX / MVCAX | |
| Total Expense Ratio | 1.09 | 0.99 | 110% |
| Annual Report Gross Expense Ratio | 1.19 | 1.00 | 119% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -8.064 | -9.648 | 84% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 15.4B | 76% |
| Annual Yield % from dividends | 0.64 | 0.90 | 72% |
| Returns for 1 year | -7.59 | -8.14 | 93% |
| Returns for 3 years | -17.00 | -6.94 | 245% |
| Returns for 5 years | 14.68 | 54.79 | 27% |
| Returns for 10 years | -9.03 | 42.27 | -21% |
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